Demo · fictional data for showcase purposes · Aimlitics

Summit Skin Care Center

Clinic • Port Jamesside, NJ

Veeva ID: 001hco000722

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 7w ago

Sales motion

6-14%

Net units this period · 7 prior

Primary rep

Chelsea York

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

3

+200% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

51 days ago

Jul 16, 2026

Net units (last 12 weeks)

6

$11K net dollars · -15% vs prior period

Calls — weekly

13 most recent weeks for Summit Skin Care Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Summit Skin Care Center · last sale Jul 4, 2026

Top products

By units in last 12 weeks for Summit Skin Care Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva6$11K

Sales attribution

Which territory + rep this account's sales roll up to. Set in Veeva via account-territory assignments. The Primary row is the one dashboard sales aggregates use.

PrimaryTerritoryTeam roleCurrent Sales repAssignment
Primary
Liberty 25
LIB25
SAMChelsea YorkRule: geographic

How primary is picked: when an account is assigned to multiple territories (Veeva supports this), Aimliticspicks one as primary for sales attribution using this priority — territories with an assigned Sales rep first, then team role (SAM > KAD > ALL), then manual-over-rule assignments, then alphabetical by territory name.

To change: edit the account-territory assignment in Veeva (or assign a Sales-typed user to the territory if no rep is shown). Changes flow into Aimlitics on the next pipeline refresh.

Reps who've called

By calls in last 12 weeks

#RepTitleLast callCalls
1James WilliamsSales RepresentativeJul 16, 20263